周一盘中，全球领先的转向及动力传动系统供应商耐世特（01316.HK）股价大涨5.07%，引起市场广泛关注。
近期，辉立证券发布的研究报告对耐世特给予积极评价。报告指出，耐世特2024年营业额达42.76亿美元，同比增长1.6%；毛利为4.49亿美元，同比增长21.7%。公司每股盈利2.5美仙，并派发末期息0.87美仙，同比增加0.57美仙。辉立证券分析师认为，耐世特在线控转向产品上取得突破性进展，获得全球及中国领先新能源OEM的线控转向（SbW）订单，并首次获得后轮转向项目。该项目计划搭载于中国新能源OEM，预计将于2026年实现量产。
分析师看好耐世特2025年的客户订单表现，给予"买入"评级，目标价6.90港元，止损价5.30港元。这份积极的研究报告可能是推动耐世特股价上涨的主要因素之一。投资者似乎对公司的业务发展前景及潜在增长机会持乐观态度，尤其是在新能源汽车领域的布局。然而，投资者仍需注意，股市具有风险，投资决策需谨慎。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.